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Finance Training

Finance Training course timetable

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Wed 20 Mar – Thu 18 Apr

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Wednesday 20 March

09:30
Virtual - GL 1: Getting Started in the General Ledger module (1 of 2) Finished 09:30 - 11:30 Via MS Teams

This course enables users to learn the basics of how the General Ledger module works, how to run online account enquiries and how to process journals.

It is run as two webinars with some pre-course reading

Webinar 1: For everyone

Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest

If none of the dates are suitable then there are two on-demand packages which can be completed instead.

Chart of Accounts and Account Enquiry https://www.training.cam.ac.uk/fin/event/4716069

Journals https://www.training.cam.ac.uk/fin/event/4716067

Thursday 21 March

09:30
Virtual - GL 1: Getting Started in the General Ledger module (2 of 2) Finished 09:30 - 11:00 Via MS Teams

This course enables users to learn the basics of how the General Ledger module works, how to run online account enquiries and how to process journals.

It is run as two webinars with some pre-course reading

Webinar 1: For everyone

Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest

If none of the dates are suitable then there are two on-demand packages which can be completed instead.

Chart of Accounts and Account Enquiry https://www.training.cam.ac.uk/fin/event/4716069

Journals https://www.training.cam.ac.uk/fin/event/4716067

10:30

« Description not available »

Friday 22 March

10:00

There are many benefits to working at Cambridge. In this session we will explore how to make the most of the discounts and resources you are entitled to and highlight the activities available to help you make the most of working here.

11:00
Tableau Drop In Sessions (via Teams) new Finished 11:00 - 11:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

11:30
Tableau Drop In Sessions (via Teams) new Finished 11:30 - 12:00 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Tuesday 26 March

15:00
Tableau Drop In Sessions (via Teams) new Finished 15:00 - 15:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Wednesday 27 March

09:30
IN PERSON - How to Excel - Part 3 (For Finance staff) Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom version of the How to Excel - Part 3 (For Finance staff) held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

The session will look at more advanced formulas and macros using the recorder and VBA tools.

The formulas covered in this course include SUMIF and COUNTIF which will allow the user to quickly summarise data.

Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps.

The session will run on Teams and delegates must be able to access Excel during the session

Tuesday 2 April

13:00
How to book with Key Travel new Finished 13:00 - 15:00 Via MS Teams

How to book with Key Travel - Travelling for research or to undertake work on behalf of the University.

This training session, delivered by Key Travel, is open to new and experienced colleagues who are responsible for booking travel on behalf of the University. Key Travel is the University’s preferred supplier for travel management services and provides the following support for colleagues:

  • Booking services (online and offline) for flights, accommodation and rail
  • Group booking services
  • 24/7 Traveller support
  • 24/7 Emergency scanning and support
  • Refund management

The primary purpose of the training session will be to walk you through the booking process using Key Travel’s online portal. However, the session will also provide you with hints and tips on how to identify the best travel options for your requirements.

15:00
Tableau Drop In Sessions (via Teams) new Finished 15:00 - 15:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Friday 5 April

11:00
Tableau Drop In Sessions (via Teams) new Finished 11:00 - 11:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

11:30
Tableau Drop In Sessions (via Teams) new Finished 11:30 - 12:00 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Monday 8 April

12:45
Finance Division - New Starters Welcome with David Hughes (Finance Division Staff only) new Finished 12:45 - 14:00 Greenwich House, Heidelberg/Granada (Combined) Room

As a recent new starter to the Finance Division, we would like to invite you to attend a welcome session in Greenwich House with David Hughes. These sessions are an opportunity for you to meet with other members of staff who have recently joined Finance, as well as hearing from David and senior members of the team.

Please book onto a session below that suits your office working pattern best. We encourage you to attend in your first three months in the Finance Division but if you are unable to attend either of these dates, more dates will follow later in the year.

Tuesday 9 April

10:30

The Finance Division values the professionalism and commitment of its members and therefore encourages all staff to develop their skills and knowledge. This short session will outline for you the Division’s policy on training and development, as well as highlighting resources from across the University that you can utilise.

15:00
Tableau Drop In Sessions (via Teams) new Finished 15:00 - 15:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Wednesday 10 April

12:00
Concur – Acting as a Delegate new Finished 12:00 - 12:20 Via MS Teams

A short briefing on how to act as a delegate using the desktop SAP Concur client. This will cover:

  • Who may act as a delegate for others
  • The type of claims you may prepare for others
  • How to switch roles and enter information
  • The submission process

Thursday 11 April

11:45
Finance Division - New Starters Welcome with David Hughes (Finance Division Staff only) new Finished 11:45 - 13:00 Greenwich House, Heidelberg/Granada (Combined) Room

As a recent new starter to the Finance Division, we would like to invite you to attend a welcome session in Greenwich House with David Hughes. These sessions are an opportunity for you to meet with other members of staff who have recently joined Finance, as well as hearing from David and senior members of the team.

Please book onto a session below that suits your office working pattern best. We encourage you to attend in your first three months in the Finance Division but if you are unable to attend either of these dates, more dates will follow later in the year.

Friday 12 April

11:00
Tableau Drop In Sessions (via Teams) new Finished 11:00 - 11:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

11:30
Tableau Drop In Sessions (via Teams) new Finished 11:30 - 12:00 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Tuesday 16 April

09:30
IN PERSON - Budgeting 1: Introduction to budgeting Not bookable 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom version of the Budgeting 1: Introduction to Budgeting held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

This session introduces the theory and practice of budgeting, looking at why and how budgets can be set. Group exercises are used to prompt discussion around the types of costs that should be included in a budget and decision making when setting budgets.

The session will give an overview of the budgeting process in the university and then focus in more detail on practical tools for day-to-day budgeting.

Note: This session does not cover the detailed budgeting and rules relating to individual research grants.

How to make a group booking with Key Travel new [Places] 09:30 - 11:00 Via MS Teams

How to make a group booking with Key Travel - Organising group travel for research or to undertake work on behalf of the University.

This training session, delivered by Key Travel, is open to new and experienced colleagues who are responsible for booking group travel (10 passengers or more) on behalf of the University. Key Travel’s Specialist Travel team will take you through the process of group bookings including:

  • What is group travel?
  • How to make a group booking with Key Travel (what information is required)
  • Services available
  • Benefits of booking with Key Travel

The primary purpose of the training session will be to walk you through the booking process, however, there will also be opportunities to ask questions and explore the services provided.

15:00
Tableau Drop In Sessions (via Teams) new [Full] 15:00 - 15:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Wednesday 17 April

09:30
Virtual - GL 2: Reporting in the General Ledger (1 of 2) [Places] 09:30 - 11:30 Via MS Teams

This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.

Thursday 18 April

09:30
Virtual - GL 2: Reporting in the General Ledger (2 of 2) [Places] 09:30 - 11:30 Via MS Teams

This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.

11:00

There are many benefits to working at Cambridge. In this session we will explore how to make the most of the discounts and resources you are entitled to and highlight the activities available to help you make the most of working here.